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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,115 | $162,136-92.5% | $152,301-92.0% | $154,746-92.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.67% | 91.02%-71.4pp | 80.50%-60.8pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,236 | $4,890-74.7% | $4,624-73.3% | $4,379-71.8% |
| Participant deferral / active EE | $2,418 | $8,341-71.0% | $8,004-69.8% | $6,730-64.1% |
| Admin fee / account holder | $74 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |